Scripbox: Mutual Fund & SIP

Scripbox - Invest in Mutual Funds

About this app

Scripbox has been India's trusted digital wealth manager since 2012, managing ₹15,000 crores worth assets and has successfully helped 50,000+ families invest in mutual fund and achieve their goals.

As your personal digital wealth manager, Scripbox offers not just investment in mutual fund and SIP but also gives personalised mutual fund recommendations on the basis of Scripbox Fund Ranking Algorithm™ coupled with our research team’s years of expertise to help you choose the right mutual fund for your risk profile and needs. To protect your mutual fund portfolio from market fluctuations, we also provide recommendations on the right asset allocation & diversification for your mutual fund portfolio. With Scripbox you also get access to tools such as SIP Mutual Fund Calculator & SIP Tracker. You can also start saving tax by investing in top ELSS tax saving mutual fund.

To ensure that you continue to invest in the right mutual fund, we perform quarterly reviews using Scripbox Portfolio Health & suggest timely course corrections. And finally to make sure you don’t lose your gains to capital gains tax & exit loads we recommend the right ways to exit your investment with Scripbox Smart Withdraw™.


WHAT WE OFFER:

1️⃣FAMILY PORTFOLIOS with multiple family member accounts to help you plan investment and goals together.

2️⃣GROWTH STRATEGIES that recommend an asset allocation for your mutual fund portfolio as per your risk profile and also provide recommendations to build a portfolio that is ideal for you.

3️⃣PORTFOLIO REVIEWS to assess your mutual fund investment across 9 parameters every quarter.

4️⃣ACTIONS & RECOMMENDATIONS so you never miss your investment, SIP, portfolio reviews, or anything else your wealth needs.

5️⃣TRACK ALL YOUR WEALTH IN ONE PLACE, even your external investments in the app. You can tag your existing external investments to any plan and get personalised recommendations.

6️⃣TAX-OPTIMISED WITHDRAWAL using the Scripbox Smart Withdraw™ algorithm, helps you minimise losses to capital gains tax and exit loads.

SCRIPBOX GOAL-BASED MUTUAL FUND INVESTING PLANS

On our wealth management platform we offer financial plans for a wide range of goals, such as:

✅Long Term Portfolio - A personalised mutual fund portfolio, diversified across equity, debt and gold for long-term growth.
✅Retire Confident - Maintain your current lifestyle, even after you stop working 9-5, with a personalised mutual fund portfolio.
✅Tax Saver - ELSS tax saving mutual fund portfolio that helps you grow wealth while saving taxes, the smart way.
✅Child Education - Give your child the best education the world has to offer, with a personalised mutual fund portfolio.
✅Emergency Fund - Be emergency ready, without having to break your FDs or affecting your long-term investments with a Liquidity first mutual fund portfolio.
✅Dream Planner - Plan for your next vacation, dream car, or your wedding, with a diversified mutual fund portfolio.
✅My First Crore - Your personalised mutual fund portfolio to help you build your First Crore, within a specified time period.


CONTACT US:

Scripbox Customer Support
Dial 1800-102-1265
7 Days in a Week
8 AM to 8 PM

SCRIPBOX IN NEWS:

Best Fin-tech - Best Banks Award:Financial Express
2nd Most Influential Financial Services brand worldwide by LinkedIn
Achieve your life goals with us! To join the Scripbox community download the app now!

*Mutual Fund investments are subject to market risks. Read all scheme related documents on mutual funds carefully. The past performance of mutual funds is not an indicator of future returns.

Ratings and reviews

Ever since the new UI update, this app has become a piece of trash. Heck it doesn't even have a back button for navigation. The old layout was so much better, so less buggy, a treat! Just roll back. This new look is not helpibg one bit. Especially modifying scheduled transactions! I am leaning towards stopping everything and moving to Coin.

Buggy app. Struggling with fingerprint unlock. Everytime I set it up it works for few hours then ask password again. I also feel scripbox has lost the transparency it has when I started in 2017. Lot of things hidden and complex navigation. 14July2023-Terrible update. Unable to find anything now. Unable to see XIRR at high level. Now this information available only at each fund level. Surely something fishy when transparency is going away. Why would someone do this if the intension are good.

More than half of the work is done by the team... you just need to invest. Good idea, great job. New Review- The UI is very odd now. Very messy... Earlier it was so clean and it was intuitive.. It feels heavy to open the app. For example, the loading indicator itself is so heavy on eyes.

What's new

We’re introducing a seamless way to transfer your mutual funds to Scripbox. If you’re enjoying our recommendations, you can now easily migrate your funds over to get more out of your Scripbox experience.